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Max Farley Kulyk

Chicory Wealth

Decatur, GA

CRD 4527484

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Employer firm

Chicory Wealth CRD 290887

$840M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Chicory Wealth

Decatur, GA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-11-16
GA RA APPROVED 2018-01-29
WA RA APPROVED 2018-01-16
  • TX RA
    APPROVED
    Since 2018-11-16
  • GA RA
    APPROVED
    Since 2018-01-29
  • WA RA
    APPROVED
    Since 2018-01-16

Branch Locations

Decatur, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Decatur GA 09/2005 12/2017
M. Kulyk & Associates, Llc Decatur GA 01/2018 Present
  • 09/2005 → 12/2017
    Ameriprise Financial Services, Inc.
    Decatur, GA
  • 01/2018 → Present
    M. Kulyk & Associates, Llc
    Decatur, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-29
  • S66 Uniform Combined State Law Examination
    2002-05-29
Other Names
  • Margaret Ann Kulyk

View on SEC IAPD

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